The Regional Vice President will drive retirement plan sales growth by developing relationships with financial advisors, TPAs, and DCIO partners. They will lead a consultative sales process and collaborate cross-functionally to support new business development and partner retention.
The Internal Sales Executive is responsible for driving new 401(k) plan sales by prospecting financial advisors and managing the full sales cycle from discovery to onboarding. They will partner with the external sales team to support territory growth and maintain accurate CRM records for pipeline management.
The Vice President of Retirement Plan Implementations will lead the strategy, structure, and execution of the onboarding function for new clients, including plan conversions and payroll integrations. This role involves building and managing a high-performing team while ensuring seamless transitions for advisors, TPAs, and plan sponsors.
